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About Modoras

Modoras is a family-run business with one goal: to help you make your financial possibilities real. As ambassadors for a new kind of holistic financial management – where intelligent financial planning, advice and accounting are service cornerstones – we can solve every client’s unique situation by addressing their every need.

From the practical to the tactical, Modoras is all about bringing you expertise in accounting, portfolio construction and management, tax effectiveness, personal and business strategy, risk management, retirement, estate planning – and much more. That’s why we’ve been the trusted name in financial performance for over 30 years.

Executive Team

Peter Sarai

Group Managing Director

Peter founded Modoras on the three “P” principles: professionalism, perfection and proven results. With decades of financial services experience, Peter is recognized by clients and peers as a true visionary who is able to make the “impossible” possible.

Peter is the Founder and Director of Modoras and an outstanding example of ‘refined financial leadership’ in action. With over 30 years in the financial services sector and an enviable reputation in the market, he is recognised by his peers as a true visionary with an innate instinct for success and ultimately, what others aspire to.

Highly outcomes-focused, Peter believes you should always be looking for the next challenge; the next barrier to break. With this belief, he is ideally placed to coach businesses and individuals to accept new possibilities and see beyond the limitations of their conditioning to reach new heights. As a coach for peak performance, Peter’s challenge is to stretch people’s imagination and move beyond the goals of the client to deliver a new vision. “My goal is to help people believe the ‘impossible’ is possible and then create effective strategies to ensure those goals are achieved.”

Peter’s personal philosophy is that money is only a by-product of success, and that true success comes from what you believe …and what you do. “You must be committed to professionalism at all levels, committed to results without compromise, and understand that being the best takes effort.”

Given a life-time dedication to the financial services industry, Peter understandably possesses a depth of knowledge across a wide spectrum of financial models and uses this knowledge to set new benchmarks and achieve consistent ‘peak performance’ outcomes. A true entrepreneur, Peter is passionate about the Modoras Group and ensuring ambitious strategies are consistently aligned to the long term goals of the business.

A true industry leader, Peter is passionately committed to positioning Modoras ahead of the competition and challenging accepted paradigms to ensure impeccable performance at all levels, for his business, his team and his clients.

“Success does not come to us, we go to it.”

IMAGINE the unimaginable
CREATE not compete
SHARE our values and vision
EXPLORE what more is possible

Peter is well placed to take you and/or your business where you belong… Above the line.

James Morris

Director

Modoras Accounting

With over 30 years’ experience both as a Chartered Accountant and a Tax Advisor, James has a wealth of accounting and business knowledge at his disposal. As a long standing trusted professional of the Modoras Group, James officially joined the team in 2014. Specialising in tax minimisation and strategic business growth, he remains committed to creating a solid foundation for clients to excel.

As an astute accounting professional and trusted adviser, James’ calm and compassionate demeanour has enabled him to consistently implement high-impact, low-risk solutions that support clients to achieve their financial goals and small businesses to exceed profitability targets. With a talent for communicating complex financial concepts to diverse audiences, James has a flair for delivering clients solutions to achieve an accelerated financial position.

A true leader, James believes that planning for the future is a vital piece in the financial success of his clients. He understands that no single approach is the right one for every individual. He works closely with clients on financial areas such as cash flow forecasts, profit and tax planning, business structuring and the monitoring and review of financial results.

He brings vitality, professionalism, warmth, and a mindset of above the line client service. In addition to his love for reading good books, sailing and karate, James enjoys spending quality time with his family.

Peter Hetherington

Director

Modoras Accounting Gold Coast

Peter is a highly successful chartered accountant with a wealth of experience that spans over 25 years. He understands that everyone has a unique financial position which come with their own challenges. With a passion for giving clients the confidence to make smart financial decisions, clients can be assured that Peter will simplify business growth strategies and the complexities of our tax system.

Officially joining the Modoras team in 2015 as the Director of Modoras Accounting Gold Coast, Peter has extensive knowledge to support growth for a number of leading businesses on the Gold Coast. Utilising his wide range of professional experience to not only impart on his team but to ensure clients receive practical and holistic advice to maximize a business’ opportunity for growth, profit and succession.

Specialising in income tax, small business consulting, superannuation including self-managed super funds, asset protection and succession planning, his mandate is to continuously improve the client experience through an innovative and proactive approach.

For Peter, it’s not just about making sure the numbers add up. He has a genuine interest in helping business owners grow their business, believing that his success hinges on the success of his clients.

Alf Couceiro

Director

Modoras Accounting

Alf is a Director and Executive Accountant, bringing in excess of 20 years of experience and expertise across a broad spectrum of industries.

With a refreshingly direct, no-nonsense approach, Alf specialises in challenging businesses to take an honest assessment of their operations, and evaluate how their structure and strategy is working towards or against the achievement of profitability and sustainable growth.

“I can be direct, but have found this is the most effective approach for achieving a mutual understanding with my clients, while exploring the opportunities and structures available to them. I explain each step of the process simply and clearly, meaning my clients are always fully informed of their options and the reasoning behind my recommendations. Nothing makes me prouder than working with my clients to achieve results they hadn’t previously imagined possible.”

Alf does not take a “set and forget” approach, rather holding a clients hand through the process to monitor and analyse the effectiveness of each of his recommendations.

In this way, year-on-year business process improvement and growth becomes a permanent component of a successful business strategy and corporate culture.

Ian Fox

Director / Executive Planner

Ian is a Director and Financial Planner at Navacue, drawing on a wealth of experience in over two decades as a practicing accountant and financial advisor.

Ian has a holistic, “no nonsense” approach to advising clients. He is motivated by having the opportunity to influence people’s lives every day. Delivering comprehensive strategies and support for their future. He takes a wider perspective of client’s circumstances and financial goals, rather than responding and transacting on each request. This often results in challenging clients to work in their own best interests, beyond the immediate problem they’re looking to solve.

As a believer in sharing his financial intelligence, Ian educates and focuses clients on strategies to achieve their goals whilst protecting what is important to them. This ensures clarity and purpose of the personalised investment and protection strategies recommended.

Ian believes in imparting his extensive knowledge to every client in order for them to recognise financial opportunities for ongoing success. He derives inspiration from the many clients he works with and enjoys celebrating their successes at incremental stages of their financial path, continually adding together for an inspired financial future.

Advanced Diploma of Financial Services (Financial Planning)

Certified Practicing Accountant (CPA)

Bachelor of Business (Accounting), Victoria University of Technology

Master of Business (Accounting), Victoria University of Technology

Graduate Diploma of Taxation, Melbourne University

Designated specialist and member of the Self- Managed Super Fund Professionals Association of Australia

Jita Sarai

Associate Director

Jita’s passion for Modoras stems from his passion for his client’s success. A firm believer in continuity of service and depth of relationship, Jita works with clients through their entire life cycle, building long-term personal relationships based on trust, understanding – and most importantly – results.

As an Associate Director of the Modoras Group, Jita is a proud ambassador for the benefits of intelligent financial planning. Through his extensive network, he is closely aligned with key circles of influence in the financial industry and is renowned for his care and professionalism.

With a vested interest in the business, Jita approaches everything he does with a very personal focus. This means going the extra mile and doing whatever it takes to honour the trust clients have in him and delivering, without compromise, every time. Part of this commitment means investing heavily back into the business to continue to stay ahead of the game and ensuring he will be there for the long term. “In business, only the fit survive and success belongs to those who are willing to think outside the box. Modoras has a longstanding history of success and has proven it can stand the test of time”.

Never content with the status quo however, Jita has an inherent desire to continually better himself and consistently strives to be one step ahead of the rest. As a result, he is an avid networker and is constantly talking to other businesses here and in other countries to adopt best practice initiatives and position himself at the leading edge. “One of the advantages of having our own Australian Financial Services Licence is that it provides a greater depth of understanding of the industry and the ‘big picture’ view. This allows me to see things holistically and provide clients with the perfect mix of tools to achieve the optimum result.”

Jita is adamant about working with clients through the entire life cycle and building long term, personal relationships built on trust. This ensures the continuity of the relationship and is a key factor in their success. Jita’s personal philosophy is to live by the standards he recommends to others and he will never give advice that he wouldn’t follow himself. With this level of commitment, Modoras clients can be confident they are working with an industry leader who will always represent their best interests and deliver outstanding results with unquestionable dedication.

Tony Sarai

Associate Director
Executive Planner

Tony has worked in Modoras since 2001, giving him in-depth knowledge of each of Modoras’ practices and capabilities. His experience extends far deeper however, having worked in many areas of Modoras on a part time basis since first commencing industry studies in 1996. With a depth of experience, Tony is passionate about the potential he can achieve for clients and the value of the relationships he has developed.

Tony’s personal philosophy is to be wholly committed to every client, regardless of their financial position, and to establish lasting relationships based on strong rapport and an understanding of the client’s personal financial ‘appetite’. Fully understanding each client is imperative, not only in terms of their financial goals, but who they are, where they’ve come from and what they believe in. “A deep understanding of each client allows me to tailor meaningful, achievable goals and strategies knowing they will be happy not only with the journey … but the ultimate destination.”

Tony takes great pride in the transparency of the Modoras methodology and focus on client education. With a deep understanding of the opportunities available, clients are well positioned to make informed financial decisions every step of the way. This approach ensures that every client is educated about how strategies are selected and more importantly, why they are recommended. This means clients are closely tied to the process and fully understand the value of what is being put forward. Tony believes the time invested in this process is invaluable in providing clients with an immense level of comfort and ensures that every decision is a joint one made in an open, trusting environment.

The respect Tony has earned from clients is apparent from the depth and experience of his client base which includes international equities traders to senior executives from the financial services sector itself. These clients identify with Tony as a consummate professional whose commitment and genuine concern have positioned him at the forefront of the industry. Tony’s experience, combined with an ability to meticulously research market options, ensures only the most appropriate options are recommended to clients and he can discuss investment philosophies ‘hand on heart’ knowing they are made with the utmost care and responsibility.

Katerina Sousalis

Executive Planner

Katerina is a long standing member of the Modoras team, joining the company in 1997. Trusted by clients as a financial planner with an exceptional level of care, Katerina believes that establishing trust and rapport is a significant factor in achieving outstanding results for her clients.

“It’s easy to do what a client asks. My challenge is to encourage clients to see a new level of success – one they wouldn’t have thought possible – and promote a new depth of thinking.” The ability to strike a balance between what a client wants and what a client could have is also an essential component in the success of these outcomes. Showing clients what more is possible and exciting them about new opportunities is the difference between a good financial planner and a brilliant one.

Katerina’s continued success is evident from the number of referrals and praise she receives from a growing list of loyal clients. It’s not unusual for clients to drive considerable distances from country Queensland to engage with her because they have established a relationship built on trust and a deep understanding of what’s important. “Taking the time to really listen to clients and understanding that every client’s wants and needs are unique enables me to effectively convert ‘words’ into tangible actions that lead to consistent, measurable results.”

Katerina’s personal philosophy is to maintain her values at all times, even when challenged, and to remain focused on delivering only the best possible outcomes for her clients. She is concerned by certain elements in the industry who lower their standards to achieve what are perceived as ‘quick results’ that are irresponsible and unsustainable. With Katerina, success is not defined purely by the financial outcomes but by valued processes and a financial ‘journey’ that stands the test of time.

Emily Hein

Brand Strategy and Communications Manager

Emily’s mission is to help others be strong, confident and financially secure so they can live the lifestyle they deserve. She loves bringing humanity, creativity, strategy and analytics together to influence business growth.

As a long standing member of Modoras and with over 20 years experience in the financial planning industry, Emily is a business development professional who possesses extensive experience in implementing strategic action for both large institutional and private firms.

With a true belief in the value of advice from a professional, Emily is passionate about paving the way for new innovative ideas to help clients understand the value of financial advice in conjunction with creating a new level of care for the clients of Modoras. Taking their experience to a level where they belong.

Read Emily’s self-help book on how to teach Kids Money Savvy Habits here.

Taf Chikwamba

Accountant

As a CPA qualified accountant, Taf specialises in business asset protection, business growth planning and profit improvement strategies… just to name a few.

Her tenacity in support of a client’s vision for sustainable growth and her passion for client care, inspires positive strategic action and real results. She strongly believes that to achieve success, you need to set goals, develop a game plan and put it into action.

With over 7 years experience in public practice, Taf possesses a deep understanding of not only compliance and tax matters but the levers that drive positive financial outcomes for both businesses and individuals alike.

Her big picture approach and commitment to work in a hands-on capacity, coupled with her ability to communicate complicated tax laws in an easy to understand manner is a real point of difference and a vital trait to achieve positive outcomes for clients.

Jason Zhao

Accountant

Initiative, motivation, perseverance and dedication are some of the reasons why clients value working with Jason.

Jason has a real passion for superannuation and is responsible for managing some of our self-managed superannuation clients.

Whilst his expertise is in SMSF, his advisory skills also extend to start-up advice, due diligence review, tax planning, BSA annual review and reporting, as well as capital gain tax and fringe benefits tax.

Jason believes that an integral part of his success is to customise his service to the client’s need – rather than adopt a cookie-cutter approach as so many other firms do.

Jim Zhang

Accountant

Joining the team as an Accountant in 2015, Jim brings years of experience and expertise to the group. An exposure to a diverse range of clients from individuals through to privately owned businesses, Jim has a passion for supporting the unique objectives that each person brings. Providing a spectrum of solutions to suit every client’s financial journey.

With a commitment to helping his business clients achieve success, Jim establishes practical and sound tax and financial processes to position each business to perform. Whether your business is in manufacturing, retail, construction, property or medical (just to name a few), Jim is well equipped to deliver complete client care.